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Customer Liaison/Inside Salesperson

Company: Proper Solutions
Location: Thousand Palms
Posted on: May 3, 2021

Job Description:

Our client, a manufacturing company, is looking for a Customer Liaison / Inside Salesperson to work their front desk and to perform a variety of administrative and clerical tasks.

Multitasking and remaining calm under pressure, a sense of customer service and sense of urgency when needed are essential for this position. Ultimately, the duties and responsibilities are to maintain positive contact with new and existing customers and execute all administrative tasks to the highest quality standards.

The successful candidate will work with CRM software, HubSpot performing follow up emails, inquires and data entry for new clients and customers. Maintaining contact with customers with updates and information.

You will also coordinate front-desk activities. To be successful, you should have a pleasant personality, as this is also a customer service role. You should be able to deal with emergencies in a timely and effective manner, while streamlining office operations.

The position will ultimately report to the General Manager and/or CEO, attending marketing and sales meetings to keep up to date with opportunities.


  • Maintain Customer details and information in HubSpot CRM
  • Answer, screen, and forward incoming phone calls as needed.
  • Take down details and the reason for the call where necessary to be put in HubSpot CRM.
  • Ensure reception area is tidy and presentable, with all necessary stationery and material (e.G. Pens, forms and brochures)
  • Provide basic and accurate information via phone/email.
  • Receive, sort, and distribute daily mail/deliveries.
  • Order front office supplies and keep inventory of stock.
  • Perform other clerical receptionist duties such as filing, photocopying, transcribing etc.
  • Report to the General Manager and/or CEO and coordinate with the Marketing Manager.


  • Experience with HubSpot or other CRM essential to position
  • Proven work experience as a customer service representative or similar role
  • Proficiency in Microsoft Office Suite
  • Knowledge and experience with CRM programs especially HubSpot.
  • Hands-on experience with office equipment (e.G. Fax machines and printers)
  • Professional attitude and appearance
  • Solid written and verbal communication skills
  • Ability to be resourceful and proactive when issues arise.
  • Excellent organizational skills
  • Multitasking and time-management skills, with the ability to prioritize tasks.
  • Customer service attitude
  • High school degree: additional certification in Office Management is a plus

Pay: $17.00 - $20.00/HR

Keywords: Proper Solutions, Palm Springs , Customer Liaison/Inside Salesperson, Other , Thousand Palms, California

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